Lead impactful investment due diligence initiatives in private markets. Collaborate with industry professionals and manage a dynamic team. Drive strategic insights and contribute to organizational growth.
Investment Due Diligence Director
in Financial Services PermanentJob Detail
Job Description
Overview
- Lead the private markets due diligence business, overseeing processes, educational content, client presentations, and managing investment analysts.
- Develop and maintain market maps for private capital strategies, identifying investment opportunities and trends.
- Coordinate pipeline management, fund manager sourcing, and launch timelines for private markets asset classes.
- Prepare comprehensive due diligence reports on managers, analyzing qualitative and quantitative factors.
- Participate in monitoring meetings for existing investments, ensuring alignment with performance metrics.
- Present investment merits and market trends to clients and internal stakeholders.
- Collaborate with sales, legal, compliance, and corporate finance teams to align strategies.
- Maintain a pipeline of investment ideas and lead efforts in developing strategic collateral.
Key Responsibilities & Duties
- Manage the private markets research division, including market research and pipeline management.
- Conduct investment and operational due diligence on private capital managers for platform inclusion.
- Prepare detailed reports on fund managers, assessing their qualitative and quantitative aspects.
- Coordinate investment committee schedules and materials for monthly meetings.
- Monitor existing fund investments, ensuring performance aligns with established metrics.
- Lead sourcing and evaluation of investment opportunities in private markets.
- Develop educational content and present findings to clients and stakeholders.
- Stay updated on industry trends and communicate insights to the investment team.
Job Requirements
- Bachelor of Arts degree with 15+ years in financial services and 10+ years in private capital due diligence.
- Proven expertise in fund manager evaluation, with strong analytical and communication skills.
- Experience in qualitative and quantitative analysis, presenting to senior industry professionals.
- Ability to work independently and manage teams effectively.
- Knowledge of private equity, private credit, real estate, and real assets.
- Familiarity with investment committee processes and fund monitoring.
- Capability to develop market maps and maintain investment pipelines.
- Strong collaboration skills with internal teams across sales, legal, and compliance.
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